Taurum Retirement Partners, LLC
Taurum Retirement Partners, LLC is an SEC-registered wealth manager in Mesa, AZ with $155.9M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Taurum Retirement Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 282017, SEC 801-130407, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $155.9M (2026-03-25)
- Firm type
- Wealth Manager
- Location
- Mesa, AZ
- Employees
- 2
- Clients
- 127
- CRD
- 282017
- Ownership
- SOLLIS, ROBERT, VERLIN
How much AUM does Taurum Retirement Partners, LLC have?
Taurum Retirement Partners, LLC reported $155.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Taurum Retirement Partners, LLC?
Disclosed owners and executives of Taurum Retirement Partners, LLC include SOLLIS, ROBERT, VERLIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.